IBCGX
Price
$20.30
Change
+$0.14 (+0.69%)
Updated
Jul 3 closing price
Net Assets
375.74M
PMBPX
Price
$46.52
Change
+$0.48 (+1.04%)
Updated
Jul 3 closing price
Net Assets
31.76B
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IBCGX vs PMBPX

Header iconIBCGX vs PMBPX Comparison
Open Charts IBCGX vs PMBPXBanner chart's image
VY® Baron Growth S2
Price$20.30
Change+$0.14 (+0.69%)
VolumeN/A
Net Assets375.74M
Principal MidCap R5
Price$46.52
Change+$0.48 (+1.04%)
VolumeN/A
Net Assets31.76B
IBCGX vs PMBPX Comparison Chart in %
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IBCGX vs. PMBPX commentary
Jul 04, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is IBCGX is a StrongBuy and PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31.8B vs. IBCGX (376M). PMBPX pays higher dividends than IBCGX: PMBPX (0.01) vs IBCGX (0.00). IBCGX was incepted earlier than PMBPX: IBCGX (16 years) vs PMBPX (25 years). IBCGX (1.52) is less costly to investors than PMBPX (0.83). PMBPX is a more actively managed with annual turnover of: 10.50 vs. IBCGX (4.00). IBCGX (0) and PMBPX (0) have matching initial minimum investment requirements. PMBPX annual gain was more profitable for investors over the last year : 14.22 vs. IBCGX (0.10). PMBPX return over 5 years is better than : 57.95 vs. IBCGX (1.15).
IBCGXPMBPXIBCGX / PMBPX
Total Expense Ratio1.400.83169%
Annual Report Gross Expense Ratio1.520.83183%
Fund Existence16 years25 years-
Gain YTD-2.9845.936-50%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets376M31.8B1%
Annual Yield % from dividends0.000.01-
Returns for 1 year0.1014.221%
Returns for 3 years-3.2650.81-6%
Returns for 5 years1.1557.952%
Returns for 10 years-35.27102.35-34%
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